|
1
|
Waddell & Associates
Memphis,
Tennessee
|
$63.3M
|
+$195K
|
+6,422
|
+0.3%
|
|
|
2
|
Straightline Group
Troy,
Michigan
|
$30.9M
|
+$289K
|
+9,536
|
+1%
|
|
|
3
|
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
|
$27.8M
|
+$152K
|
+5,009
|
+0.6%
|
|
|
4
|
Evensky & Katz
Coral Gables,
Florida
|
$17.5M
|
-$110K
|
-3,634
|
-0.7%
|
|
|
5
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$11.2M
|
+$2.04M
|
+67,212
|
+24%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$10.6M
|
+$736K
|
+24,238
|
+8%
|
|
|
7
|
Santori & Peters Inc
Canonsburg,
Pennsylvania
|
$8.14M
|
-$57.4K
|
-1,890
|
-0.7%
|
|
|
8
|
Clear Point Advisors
Melville,
New York
|
$5.44M
|
+$121K
|
+4,000
|
+2%
|
|
|
9
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.99M
|
+$78.3K
|
+2,579
|
+2%
|
|
|
10
|
HF Advisory Group
Annapolis,
Maryland
|
$3.82M
|
+$187K
|
+6,176
|
+5%
|
|
|
11
|
Csenge Advisory Group
Clearwater,
Florida
|
$3.29M
|
-$6.19K
|
-204
|
-0.2%
|
|
|
12
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$3.2M
|
+$121
|
+4
|
+0%
|
|
|
13
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$3.17M
|
-$388K
|
-12,793
|
-11%
|
|
|
14
|
Socha Financial Group
Corning,
New York
|
$3.08M
|
-$498K
|
-16,412
|
-14%
|
|
|
15
|
Capital Investment Advisors
Atlanta,
Georgia
|
$2.98M
|
+$279K
|
+9,194
|
+11%
|
|
|
16
|
International Assets Investment Management
Orlando,
Florida
|
$2.52M
|
–
|
–
|
–
|
|
|
17
|
Southeast Asset Advisors
Thomasville,
Georgia
|
$1.07M
|
–
|
–
|
–
|
|
|
18
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$917K
|
+$637
|
+21
|
+0.1%
|
|
|
19
|
CIBC World Market
Toronto,
Ontario, Canada
|
$905K
|
+$60.7K
|
+2,000
|
+8%
|
|
|
20
|
Avaii Wealth Management
Appleton,
Wisconsin
|
$798K
|
+$27.8K
|
+917
|
+4%
|
|
|
21
|
Dana Investment Advisors
Waukesha,
Wisconsin
|
$754K
|
+$35.2K
|
+1,159
|
+5%
|
|
|
22
|
Comerica Bank
Dallas,
Texas
|
$596K
|
+$70.6K
|
+2,326
|
+14%
|
|
|
23
|
Kingswood Wealth Advisors
San Diego,
California
|
$590K
|
-$4.55K
|
-150
|
-0.8%
|
|
|
24
|
Armor Investment Advisors
Raleigh,
North Carolina
|
$541K
|
+$39.9K
|
+1,313
|
+8%
|
|
|
25
|
Citadel Advisors
Miami,
Florida
|
$500K
|
-$2.62M
|
-86,348
|
-85%
|
|
